SS

SBI Securities Portfolio holdings

AUM $3.9B
1-Year Est. Return 49.42%
This Quarter Est. Return
1 Year Est. Return
+49.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.25B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,085
New
Increased
Reduced
Closed

Top Buys

1 +$398M
2 +$206M
3 +$188M
4
AAPL icon
Apple
AAPL
+$125M
5
TSLA icon
Tesla
TSLA
+$121M

Top Sells

No sells this quarter

Sector Composition

1 Technology 28.76%
2 Consumer Discretionary 8.4%
3 Communication Services 5.72%
4 Financials 4.37%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$69.6K ﹤0.01%
+24,415
877
$69.5K ﹤0.01%
+1,137
878
$69.3K ﹤0.01%
+4,071
879
$69.2K ﹤0.01%
+13,025
880
$68.8K ﹤0.01%
+1,084
881
$68.7K ﹤0.01%
+50,546
882
$68.7K ﹤0.01%
+38,354
883
$68.5K ﹤0.01%
+7,876
884
$68.4K ﹤0.01%
+17,349
885
$68.3K ﹤0.01%
+2,294
886
$68.3K ﹤0.01%
+737
887
$67K ﹤0.01%
+293
888
$66.7K ﹤0.01%
+133
889
$66.5K ﹤0.01%
+1,183
890
$66.4K ﹤0.01%
+2,459
891
$66.4K ﹤0.01%
+2,666
892
$66.4K ﹤0.01%
+1,786
893
$66.3K ﹤0.01%
+18,575
894
$66.2K ﹤0.01%
+1,512
895
$65.7K ﹤0.01%
+1,928
896
$65.1K ﹤0.01%
+2,645
897
$64.7K ﹤0.01%
+12,620
898
$64.7K ﹤0.01%
+949
899
$64.5K ﹤0.01%
+6,909
900
$63.9K ﹤0.01%
+1,168